S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,140
New
Increased
Reduced
Closed

Top Buys

1
+$93.9M
2
+$29.2M
3
+$8.82M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.52M
5
AAPL icon
Apple
AAPL
+$1.21M

Top Sells

1
+$56.9M
2
+$21.4M
3
+$16.7M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$10.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.99M

Sector Composition

1 Financials 5.18%
2 Consumer Discretionary 4.88%
3 Technology 4.68%
4 Consumer Staples 4.49%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$101K 0.01%
200
-2
627
$101K 0.01%
2,223
+52
628
$100K 0.01%
6,666
-1
629
$100K 0.01%
2,814
+320
630
$100K 0.01%
1,645
+151
631
$100K 0.01%
1,302
+235
632
$99K 0.01%
918
-24
633
$99K 0.01%
3,548
-71
634
$99K 0.01%
4,714
+5
635
$98K 0.01%
3,716
+2,000
636
$98K 0.01%
726
+154
637
$98K 0.01%
453
-187
638
$97K 0.01%
1,413
+138
639
$97K 0.01%
8,462
640
$97K 0.01%
1,543
-107
641
$96K 0.01%
908
642
$96K 0.01%
1,780
+454
643
$96K 0.01%
3,465
+731
644
$96K 0.01%
3,275
+92
645
$95K 0.01%
1,524
646
$95K 0.01%
3,153
+21
647
$95K 0.01%
2,708
-6,392
648
$95K 0.01%
918
+27
649
$95K 0.01%
+6,860
650
$94K 0.01%
798
+236
24 25
26
27 28